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Advisor Tech Talk (Week of 4/8/24)
It’s past time to put one of the ongoing advisor technology debates to bed.
For nearly 15 years, advisors and the workers...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
Top 5 VC Deals of the Week in Fintech (3/25/24)
Capital is flowing, and the pace is slowing...
Many funding deals are still happening, but at lower dollars, and M&A has slowed....
Top 5 VC AI Deals of the Week in AI (3/8/24)
Our new column "Top 5 VC Deals of the Week in AI" will outline the largest VC-funded deals in the artificial intelligence sector for...
Top 5 VC Deals of the Week in Fintech (2/19/24)
Planting seeds, growing dreams...
As they say, spring showers (of money) bring May flowers. Seed funding is a welcome sight for startups...
The Week in Digital Wealth (11/20/23)
Happy Thanksgiving week!
Automation is the new buzzword that rubs off everything as the holidays approach.
That said, Bloomberg is shuttering a key index next year.
NASDAQ...
Top 5 VC Deals of the Week in Fintech (9/18/23)
Does valuation = profitability?
This year has seen fewer unicorn births, lower funding awards, and more exits. Amid the noise is the...
Top 5 VC Deals of the Week in Fintech (9/12/23)
The bigger they are (the harder they fall)...
Many VC-backed startups have closed down or seen valuations fall in the past few...
Top 5 VC Deals of the Week in Fintech (9/4/23)
Not so fast...
Amid unicorns, 'hot' startups, and dreams of IPOs, tech startups previously experienced growth and sector-wide expansion, a period that...
Top 5 VC Deals of the Week in Fintech (8/21/23)
Un-Magical Things...
2023 has been strange for the startup world; survival tactics focus on strategic partnerships, while others are low-value acquisitions to...